Note: The job is a remote job and is open to candidates in USA. Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. The Assistant Account Manager will be assisting Account Managers with a variety of professional tasks in support of renewing and servicing the agency's existing clients.
Responsibilities
- Timely and accurate completion of tasks as assigned by the Account Manager
- Provide day to day servicing to our clients, including issuing certificates, auto ID cards, processing endorsement requests, policy checking, billing issues, and invoicing
- Assist with maintaining and formatting exposure schedules, preparing renewal applications, obtain loss runs for renewals, and create loss summaries
- Research/investigate issues as needed (for instance, Experience Modification Factor changes)
- Set up new clients in Epic as necessary
- Transmit insurance policies to clients and check the policies for accuracy prior to transmitting
- Continuous, clear, and professional verbal and written communication is with clients, carriers, and internal team members
- Responsible for learning, understanding, and adhering to our internal timelines, protocols and workflows
Skills
- Bachelor's Degree
- Minimum 2-4 years' experience in a similar position at a P&C agency
- Demonstrates our Core Values: Work Ethic, Passion, Caring, Technical Expertise, Dynamic
- P&C License preferred. Must obtain after hired if not currently licensed
- Prior experience working within an Agency Management System, preferably EPIC
Benefits
- Remote
Company Overview